Gsk Share Discussion Threads

[abdullla] 06/12/2019 09:20

Besides all that she is nice looking!

[poikka] 06/12/2019 09:09

Good link, Tudes. I withdraw my criticism of EW's Non-exec on MS board, and it confirms my opinion of her capabilities.

[tudes100] 05/12/2019 23:13

Worth a read for those sceptical about the benefits of a stronger link with the likes of Microsoft
hxxps://healthitanalytics.com/news/microsoft-using-ai-to-accelerate-cancer-precision-medicine

[dr biotech] 05/12/2019 17:46

LOL more comedy. I've been on filter for ages, but then you quote my posts. Don't tell me you just decided today to take me off filter....

Can see the trial results of CV247 here if you want. Not a cure - or even close.

hxxps://abstracts.ncri.org.uk/abstract/a-randomised-double-blind-phase-ii-study-of-salicylate-compounds-and-lifestyle-counselling-in-patients-with-early-prostate-cancer-2/

But hey one of your mates down the pub said its a cure and it was probably in the Daily Mail...



Crossing_the_Rubicon5 Dec '19 - 17:27 - 20327 of 20328
0 0 1
"What a nice person!
CtR the filter facility is tailor made for you!"

Indeed. I've had Dr Biotech filtered for ages.

[crossing_the_rubicon] 05/12/2019 17:27

"What a nice person!
CtR the filter facility is tailor made for you!"

Indeed. I've had Dr Biotech filtered for ages.

If you check his message you'll see he was the one name calling in first instance. I merely retaliated.

But I presume you don't see it that way as you're another Remoaner arent you!!!

Matters little to me.

[ianood] 05/12/2019 17:23

What a nice person!

CtR the filter facility is tailor made for you!

[dr biotech] 05/12/2019 14:56

I believe they have already found a cure for cancer / other killer diseases but wont release them because that'll mean an end to the money train!!

What a moronic post, just shows total ignorance of what pharmas do. Unfortunately CtR has a bit if a history claiming stuff that he/she can’t/won̵7;t back up.

Cancer is of course many different diseases and has many different forms. You need different treatments for each type. If you were to find a cure for one type it’d be worth a fortune and you’d have to release it before a competitor did it. As a researcher, patient or medic you’d let everyone know too

[crossing_the_rubicon] 05/12/2019 14:31

"This is not the case, look at therapies like Kymriah and Yescarta which are coming onto the market which are close to a one time cure but they charge hundreds of thousands for them"

"Close to" a cure

What does that mean exactly?

Do you have an info I could peruse on your above therapies?

Cheers

[alphorn] 05/12/2019 12:21

milehouse - a big issue as well is the targeting of treatments. In a simple example say that the efficacy rate for drug X is 50%. If it was targeted only to those where it will work then prices would have to double to have the same revenue as now (otherwise revenues would halve).

[milehouse] 05/12/2019 12:15

"I believe they have already found a cure for cancer / other killer diseases but wont release them because that'll mean an end to the money train!!"

This is not the case, look at therapies like Kymriah and Yescarta which are coming onto the market which are close to a one time cure but they charge hundreds of thousands for them.

[alphorn] 05/12/2019 11:51

Dangerous to lump all drug candidates together as in the above post. What are line extensions, fast followers, new entities etc. All very different success rates.

[crossing_the_rubicon] 05/12/2019 11:41

Abdulla
"I do believe that the cure for cancer and some other untreatable killer diseases lies not in medicines but in technology not yet discovered"

I believe they have already found a cure for cancer / other killer diseases but wont release them because that'll mean an end to the money train!!

Focus on "drugs that mitigate" and are thereby required for the rest of ones life(Massive cash flow)rather than a one off cure that sees such money end, abruptly.

After all,these drugs cost £1bn per drug to proceed through phase 1, 2 and 3 to market. Even then once they hit the market they might not be a money spinner.
Given 7 in 10 drugs don't make it to phase 3, without these money spinners drugs companies would go bust.

[essentialinvestor] 05/12/2019 11:37

Given FX and the UKX recent moves, this is a very strong relative performance
to many of the other large overseas earners.

[abdullla] 05/12/2019 11:36

I do believe that the cure for cancer and some other untreatable killer diseases lies not in medicines but in technology not yet discovered.

[alphorn] 05/12/2019 11:29

TM - not just the build but also the approval process prior to live manufacturing. That is why Pharma production can not be relocated quickly.

[alphorn] 05/12/2019 11:27

There is a huge IT input into the research process so Microsoft is not a bad choice IMO.

[poikka] 05/12/2019 10:36

"she'll gain a lot of experience on how a successful global business operates."

With 17 years at L'Oreal and 9 at GSK, I rather doubt that she needs the global experience that a few meetings at Microsoft could bring.

Nothing I have written detracts from my opinion that she's a very good CEO.

[tradermichael] 05/12/2019 10:24

As a non-executive director, she could receive payment of approx. £80K plus expenses. I shouldn't think she needs the money*, but individually, she'll gain a lot of experience on how a successful global business operates.

How much that will benefit GSK is questionable. I should think she's got more than her day filled up running her business, especially with the issues of Shingrix manufacturing delays (5 years to build a new plant??), the launch of the new oncology drugs and the demerger of the healthcare business.

* Her total remuneration package rose to £5.89m in 2018

[poikka] 05/12/2019 10:15

Thing is, being CEO of GSK is a massive undertaking, and being a non-exec of Microsoft is also not a question of turning up for a cuppa and bikkies.

I mean, what has she done it for - the money; planning for her departure from GSK; prestige, any offers?

She should take a pay cut equivalent to her Microsoft earnings - seriously.

[crossing_the_rubicon] 05/12/2019 09:28

Share price has done fine...
After a dodgy start.

And if share price is how you value someone's ability and not external factors that have positively impacted - good luck!

[billionairepaddy] 05/12/2019 09:25

share price has done fine since she took up her position